See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,743 | $80,717+126.4% | $154,803+18.0% | $84,808+115.5% |
| Participation rate | 55.3% | 66.8%-11.5pp | 78.1%-22.8pp | 68.3%-13.0pp |
| Annual return | 20.46% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,042 | $2,761-26.0% | $4,305-52.6% | $2,631-22.4% |
| Participant deferral / active EE | $4,729 | $3,303+43.2% | $5,540-14.7% | $4,212+12.3% |
| Admin fee / account holder | $2,182 | $6,746-67.6% | $14,329-84.8% | $7,344-70.3% |